THE EQUITIES INVESTMENT FUND FOR CHARITIES (CHARIFUND)

About THE EQUITIES INVESTMENT FUND FOR CHARITIES (CHARIFUND)

THE EQUITIES INVESTMENT FUND FOR CHARITIES (CHARIFUND) is a registered charity in England and Wales (registration number 249958). Based on official Charity Commission data, it holds a "Verified" rating with a CharityScore of 83/100 — a well-rated and transparent charity that meets strong governance standards. This indicates a reliable charity with strong fundamentals across most of our assessment criteria. In its most recent reporting year (2024), THE EQUITIES INVESTMENT FUND FOR CHARITIES (CHARIFUND) reported a total income of £48,010,000 and total expenditure of £51,697,000, a spending ratio of 108% which is broadly in line with its income. According to the Charity Commission register, THE EQUITIES INVESTMENT FUND FOR CHARITIES (CHARIFUND) describes its activities as follows: The Fund has three aims:1) To provide an annual yield above that available from the FTSE All-Share Index,2) To provide an income stream that increases every year and3) To provide a level of capital growth, net of the on-going charge figure, that is higher than inflation over any ten-year period, as measure by the UK Retail Price index (RPI) Our analysis found no significant governance concerns for THE EQUITIES INVESTMENT FUND FOR CHARITIES (CHARIFUND). No regulatory actions, filing failures, or financial anomalies were detected in the available public data. This profile is based on data publicly available from the Charity Commission for England and Wales and is updated periodically as new filings are processed. CharityScore UK provides independent, data-driven transparency ratings to help donors give with confidence — we are not affiliated with this charity or any government body.

Score Breakdown

Financial History

Latest spending ratio: 107.7% of income spent on charitable work